BHA

Beech Hill Advisors Portfolio holdings

AUM $209M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.69M
3
+$3.64M
4
AMAT icon
Applied Materials
AMAT
+$3.58M
5
CVS icon
CVS Health
CVS
+$3.56M

Top Sells

1
+$4.83M
2
+$4.23M
3
+$4.11M
4
VOD icon
Vodafone
VOD
+$3.83M
5
GS icon
Goldman Sachs
GS
+$3.73M

Sector Composition

1 Healthcare 16.61%
2 Technology 16.33%
3 Industrials 13.78%
4 Communication Services 13.4%
5 Financials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-58,528
77
– –
-1,500
78
– –
-53,975
79
– –
-13,200
1 2 3
4